| Name | Title | Ownership | Since |
|---|---|---|---|
| David Ronald Petersen Control | Founding Partner | Under 5% | 2021 |
| James Edward Joseph Control | President/Treasurer Chief Compliance Officer & Partner | 50-75% | 2021 |
| Kim Marie Donohue | Secretary | Under 5% | 2020 |
Fsa Wealth Partners, Inc. reports $770.2 million in regulatory assets under management on its Form ADV.
Fsa Wealth Partners, Inc. reports 15 employees.
Fsa Wealth Partners, Inc. is based in Rockville, MD and has been SEC-registered since 1983.
Fsa Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Church Street, Suite 901, Rockville, MD 20850 |
| Phone | 301-949-7300 |
| Fax | 301-949-7034 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $770.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $770.2M |